+36.6%
DIS vs TEAM
+495.8%
-459.2%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.2% | +1.9% |
| 7D | +5.3% | -17.2% | +22.5% | +7.9% |
| 30D | +10.2% | -25.1% | +35.3% | +14.3% |
| 3M | +13.5% | +3.9% | +9.6% | +12.0% |
| 6M | +11.1% | +69.1% | -58.0% | +0.2% |
| YTD | +5.5% | -4.5% | +10.0% | +2.6% |
| 1Y | +9.1% | -1.9% | +11.0% | +5.6% |
| 3Y | +36.0% | -9.3% | +45.3% | +28.9% |
| 5Y | -29.8% | -65.2% | +35.3% | -28.6% |
| 10Y | +36.6% | +467.0% | -430.4% | +6.2% |
| All | +36.6% | +495.8% | -459.2% | +6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded TEAM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling